KCM
C icon

Karp Capital Management’s Citigroup C Stock Holding History

Karp Capital Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-129
Closed -$7K – 144
2018
Q4 		$7K Buy
+129
New +$8.17K ﹤0.01% 276
2015
Q3 		– Sell
-700
Closed -$39K – 355
2015
Q2 		$39K Hold
700
– – 0.03% 192
2015
Q1 		$36K Hold
700
– – 0.02% 197
2014
Q4 		$38K Buy
+700
New +$37.2K 0.03% 178

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Karp Capital Management's C Position: Q1 2019 in Review

Karp Capital Management sold out of Citigroup (C) in Q1 2019, closing a stake of 129 shares — an estimated $7K sold.

Karp Capital Management first reported a position in C in Q4 2014 and held it in 4 quarters. The position peaked at $39K in Q2 2015. 1,616 funds tracked by Wall St. Rank hold C as of Q1 2019.

  • Karp Capital Management reported no remaining Citigroup position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 129 Citigroup shares in Q1 2019, an estimated $7K.
  • Karp Capital Management first reported a position in Citigroup in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Citigroup position peaked at $39K in Q2 2015.
  • 1,616 funds tracked by Wall St. Rank held Citigroup as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.